Farther Finance Advisors’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167 | Hold |
5
| – | – | ﹤0.01% | 4226 |
|
|
2025
Q1 | $156 | Sell |
5
-6
| -55% | -$187 | ﹤0.01% | 3996 |
|
|
2024
Q4 | $491 | Hold |
11
| – | – | ﹤0.01% | 3443 |
|
|
2024
Q3 | $524 | Buy |
11
+1
| +10% | +$48 | ﹤0.01% | 3412 |
|
|
2024
Q2 | $468 | Buy |
10
+5
| +100% | +$234 | ﹤0.01% | 3291 |
|
|
2024
Q1 | $220 | Hold |
5
| – | – | ﹤0.01% | 3245 |
|
|
2023
Q4 | $227 | Buy |
+5
| New | +$227 | ﹤0.01% | 3201 |
|